Centrepoint Alliance

Centrepoint Alliance 500+ advisers & 190+ self-licenced practices who trust us to provide the highest quality services. It’s a complex area. They need quality advice.

Centrepoint Alliance helms one of Australia’s leading networks of financial advisers and brokers. We help build future prosperity for hundreds of thousands of Australians. People face more options, greater choice and higher risk than ever before. Non-conflicted, well informed advice that puts their interests first, not those of a large organisation. So that advice - whether it’s buying a house, pa

ying for insurance or planning for retirement - needs to come from professional advisers. Our purpose is developing and supporting the best financial advisers to provide the highest quality advice. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs. In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market. We are creating a new breed of financial advisers, and setting a new standard of quality and advice Australians can trust. We are creating a new world of financial advice.

For many advisers, delivering quality advice comes naturally. Running a business, on the other hand, adds another layer ...
27/05/2026

For many advisers, delivering quality advice comes naturally. Running a business, on the other hand, adds another layer of complexity.

As the leading provider of contemporary advice services in Australia, Centrepoint Alliance is focused on delivering the range of services advisers need to succeed in business.

From technical support and investment research to professional standards and advice technology, the focus is on giving firms access to the right expertise when it’s needed.

We provide tools, technology and the assistance of our in-house technical, research and professional standards experts to help you provide the best solutions to your clients. Joining our licence means being connected to a network of like-minded firms, backed by teams who understand the realities of delivering advice.

Thinking about what the next stage of growth looks like? Download our whitepaper to learn more 🔗 https://bit.ly/41ZdwJK

26/05/2026

Information security and governance are becoming a bigger part of how advice firms assess the partners around them - and why we continue to invest in this space.

Alongside the strength of our community and support model, our ISO/IEC 27001:2022 certification reflects a broader commitment to protecting adviser businesses and the clients they serve. It’s also one of the reasons practices value being part of the Centrepoint Alliance community.

'ISO, just making sure that we’re ahead of the rest of the pack. It’s a good place to be.'
- Fiona Shaw, Shaw Advice

Learn more about our advice solutions and how they can support your practice 🔗 https://bit.ly/3ORNXqV

Efficiency? ✅Real human support? ✅Technology has a lot of potential - but only when it's coupled with human support. Th...
20/05/2026

Efficiency? ✅
Real human support? ✅

Technology has a lot of potential - but only when it's coupled with human support. That's why IconiQ combines efficient digital processes with access to real people when it’s needed.

Most transactions can be completed quickly online through straight-through processing, helping reduce delays and manual handling across your workflow.

But if you need clarity, or help resolving something complex, you can speak to a real person - not a bot - between 8.30am and 7.00pm AEST.

Track transaction status, manage workflows - or pick up the phone when you need additional support.

Learn more about how IconiQ can help your business through systems and human support 🔗 https://bit.ly/4u7hgVs

As an advice business owner, working in isolation has a cost.Decisions take longer, learning slows down, and the same op...
19/05/2026

As an advice business owner, working in isolation has a cost.

Decisions take longer, learning slows down, and the same operational challenges get solved more than once.

Centrepoint Alliance offers a community of 500+ like-minded professionals, reducing that drag and allowing advisers to learn from peers, compare approaches, and build with shared context.

If community is a priority in your licence review, learn more about joining Centrepoint Alliance 👉 https://bit.ly/4vWJdAY

14/05/2026

Being a self-licensed firm, stepping away from the day-to-day and connecting with other firms is invaluable.

'The professional development days keep us abreast of any changes...you have a lot of good ideas and good people and good energy and thought-provoking details and conversations...with other advisers facing the same challenges or looking at the same opportunities that we are as well.'
- Matthew Cummins, Millennium Wealth

Speak with your Regional Manager to explore how joining our licence can support your practice, or learn more on our website 🔗 https://bit.ly/4vWJdAY

When you're deciding which investment and portfolio management platform to use, it's easy to get distracted by flashy fe...
14/05/2026

When you're deciding which investment and portfolio management platform to use, it's easy to get distracted by flashy features.

But in our experience, the attention needs to be on one key question...'Does this platform support our full, end-to-end advice delivery workflow?'

Book a demo to see IconiQ in action 🔗 https://bit.ly/3P6ILQb

12/05/2026

Running an advice practice has never been more demanding.

Regulatory pressure, rising compliance costs, and constantly shifting client expectations are squeezing margins and stretching teams.

At CPAL, we work alongside advice firms to help them navigate exactly these pressures.

Daniel Stojanovski, Chief Investment Officer at Ventura Funds Management and Asset Consultant to Centrepoint Alliance, has seen these challenges first-hand across the advice landscape, and it's shaped how CPAL thinks about supporting the businesses it partners with.

Learn more about Daniel and how we support advice firms 🔗 https://bit.ly/4d9TrXl

Growth rarely comes from doing more of the same.Our Professional Development Days are designed to give advice firms the ...
05/05/2026

Growth rarely comes from doing more of the same.

Our Professional Development Days are designed to give advice firms the space to step back, challenge their thinking, and stay ahead of industry change.

Running from the 5th to the 28th of May across major cities, these PD sessions focus on practical takeaways, peer connection, and the kind of conversations that don’t happen in the day-to-day.

It's about learning what’s working across other firms, challenging your current approach, and bringing new ideas back into your business.

For many firms, it’s also a reminder that they’re part of something bigger.

Contact your Regional Manager to learn more. Or explore how joining our licence means becoming part of a network that shares knowledge and supports progress 🔗 https://bit.ly/4vWJdAY

As the saying goes, strength comes from numbers.Centrepoint Alliance provides services to over 500 advisers operating as...
28/04/2026

As the saying goes, strength comes from numbers.

Centrepoint Alliance provides services to over 500 advisers operating as Authorised Representatives under our Australian Financial Services Licences. This scale creates a connected network of advice businesses that share insights, experience, and practical knowledge across the country.

Being part of an established network offers more than licensing. It provides access to technical expertise, compliance frameworks, business guidance, and collaborative opportunities designed to support sustainable growth.

For firms considering their next stage, joining a broader professional community can strengthen operational capability in significant ways.

If you’re exploring what alignment with a national licensee could look like for your business, we invite you to learn more. Follow this link to begin 🔗 https://bit.ly/3NZJMsC

Address

Level 8, 309-315 George Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+611300557598

Website

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